Unconventional
thinking
Our fund range
Equity Funds
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Multi-Asset Class Funds
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Yield Funds
Our equity funds aim to be fully invested in South African equities on a consistent basis and are positioned in our best ideas, based on our investment team’s proven bottom-up stock-picking process.
Managed Equity Fund (performance-focused)
Our Managed Equity fund aims to maximise outperformance of its benchmark consistently over the long term and does not have explicit risk constraints.
Core Equity Fund (risk-controlled)
Our Core Equity fund operates within specific risk constraints, which are normally expressed in terms of a maximum permitted tracking error. Operating within these constraints, the Core Equity fund aims to maximise outperformance of its benchmark.
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Equity Funds
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Multi-Asset Class Funds
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Yield Funds
Our multi-asset class funds use asset allocation strategies to reduce volatility and risk and to optimise long-term performance.
Domestic Balanced Fund
Our Domestic Balanced fund aims to significantly outperform the median manager in the domestic retirement fund manager peer group. It has a balanced mandate with diversified investments across equities, bonds and cash.
Global Balanced Fund
Our Global Balanced fund aims to significantly outperform the median manager in the retirement fund manager peer group over the long term. It has a global mandate with investments diversified across domestic equities, property, bonds, cash and foreign assets.
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Equity Funds
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Multi-Asset Class Funds
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Yield Funds
Our yield funds use our proven process to manage interest rate and credit risk, while delivering long-term performance.
Bond Fund
Our Bond fund seeks to outperform the benchmark over time and offers exposure to to the South African bond market by investing in a range of government, parastatal and corporate bonds.
Money Market Fund
Our Money Market fund seeks to maximise interest yields subject to strictly defined credit and risk parameters. This is a low risk product with a strong focus on capital protection.
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